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Documentation Index

Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt

Use this file to discover all available pages before exploring further.

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What is a Traditional Form?

A traditional form shows all of its fields on a single page, exactly the way you’d expect a typical web form to behave. Visitors can scan every field, fill them out in any order, and submit when they’re ready. Traditional forms are ideal for contact forms, lead capture, applications, or anywhere you want a familiar, scannable layout.

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Building a Traditional Form

1

Create a New Form

Go to CRM > Forms and click New Form.
2

Set the Style to Traditional

At the top of the editor, make sure the Traditional tab is selected.
3

Add Standard Fields

Pick from Clarky’s pre-built contact fields (these map directly to your CRM).
4

Add Custom Fields

Define any additional fields your form needs.
5

Configure Defaults

Set a pipeline stage, default tags, success message, and optional redirect URL.
6

Save and Embed

Save the form and copy the embed code or share the public link.

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Standard Fields

Standard fields are pre-built fields that map directly to contact records in your CRM. Because they’re standardized, the values flow into the right place automatically.
  • First name
  • Last name
  • Email — validated for proper email format
  • Phone — validated for at least 10 digits
  • Company
  • Job title
  • Address line 1
  • Address line 2
  • City
  • State
  • Postal code
  • Country
For each standard field you can:
  • Customize the label and placeholder
  • Toggle whether it’s required
  • Reorder it relative to other fields
Always include either an email or phone field on lead-capture forms. Clarky uses these to dedupe contacts, so without them every submission creates a brand-new contact.

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Custom Fields

Custom fields let you collect information beyond the standard contact data. Each custom field has a label, optional placeholder, required toggle, and a type.

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Available Custom Field Types

Text

Single-line text input. Good for short answers like a referral code or website URL.

Textarea

Multi-line text input. Use for longer responses, like “How can we help?”

Dropdown

A select menu where users pick one option from a list you define.

Radio

Radio button group — one selection from a visible list of options.

Checkbox

A single yes/no checkbox. Useful for terms acceptance or opt-ins.

Checkbox Group

Multiple checkboxes — users can select any number of options.

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Configuring Options for Choice Fields

Dropdown, radio, and checkbox group fields require a list of options. In the field editor, enter one option per line in the options textarea.
Single checkboxes don’t take options — they’re a simple yes/no toggle.

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Form Defaults

Configure what happens when a contact submits the form:
Change the default “Submit” label to something more specific like “Get a Quote” or “Sign Me Up”.
The message shown after submission. Keep it short and clear.
Optionally redirect users to a thank-you page or a related resource after they submit.
Choose which CRM pipeline stage new contacts land on.
Pre-populate a deal value on the new pipeline card.
Tags applied automatically to every contact created by this form.

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Previewing and Testing

The form editor includes a live preview where you can fill out and submit the form to see exactly how it behaves. Submissions made through the preview are flagged with an internal badge so you can keep test data separate from real responses.
Always submit at least one test entry to confirm validation, your success message, and that the new contact lands in the right pipeline stage.

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Next Steps

Embed on Your Site

Iframe code and pre-fill via query parameters

Try Survey Style

One-question-at-a-time experience

Review Submissions

View and export form responses

Sales Pipeline

Where new contacts land in your pipeline